+175.9%
SLV vs CPB
-39.9%
+215.8%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -1.2% | +3.9% | +2.7% |
| 7D | +5.6% | +3.3% | +2.4% | +5.6% |
| 30D | -12.1% | +19.0% | -31.1% | -12.1% |
| 3M | -16.3% | +0.4% | -16.7% | -16.2% |
| 6M | -34.1% | +13.0% | -47.0% | -34.1% |
| YTD | -25.3% | -12.7% | -12.5% | -25.0% |
| 1Y | +9.6% | -20.9% | +30.5% | +10.2% |
| 3Y | +132.7% | -35.4% | +168.1% | +133.8% |
| 5Y | +113.7% | -32.3% | +145.9% | +114.5% |
| 10Y | +175.9% | -40.5% | +216.4% | +179.0% |
| All | +175.9% | -39.9% | +215.8% | +179.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded CPB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling